Blog - Simple List
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Why Net Exercise?May 22, 2024
Learn why net exercises can be a great alterative for your option program and key considerations for implementing them. -
What Is a Tender Offer?May 15, 2024
Understanding the SEC's tender offer rules and regulations are crucial for compliance with federal securities laws. By familiarizing yourself with these regulations, companies can avoid legal pitfalls and conduct tender offers both effectively and efficiently. -
Taxation of RSUs When US Employees Transfer AbroadMay 8, 2024
Recent guidance from the IRS on how RSUs held by US citizens and residents are taxed when these employees transfer outside the United States. -
Founders: Unlock Big Tax Savings with Qualified Small Business Stock (QSBS)May 8, 2024
Starting a business is an exciting journey but comes with many risks. Founders work countless hours to create something innovative, and the potential for significant financial rewards is a key motivator and QSBS provides a game-changing tax benefit. -
Section 16(b): The Short-Swing Profit RuleMay 1, 2024
Very few people would disagree that insider trading is not a serious ethical breach and threat to market fairness. Section 16(b) of the Securities Exchange Act of 1934 combats this by enforcing strict regulations against what is known as "short swing" trading by company insiders -
How Market Turbulence of the Last 3 Years Has Changed Equity Plan DesignMay 1, 2024
Explore how public and private companies are managing equity so that early-stage private companies can validate their approaches and late-stage private companies can earmark the trends of public companies to stay competitive. -
Best Way to Prepare for an Exit? Get Your Cap Table Right from the Start!Apr 24, 2024
Keeping a clean, accurate cap table right from the start can help you avoid delays, audit issues, and valuation challenges when your company is ready for its public debut. -
Moving the Needle on Broad-based EquityApr 24, 2024
Trends in how public companies offer equity to lower ranking employees and an intriguing idea to encourage broad-based equity programs. -
A Guide to 409A Valuations for StartupsApr 10, 2024
Learn what 409A valuations are, why private companies need them, and what is involved in obtaining one. -
Equity Management Challenges in Global Market ExpansionApr 4, 2024
Expanding into a new market is a crucial stepping stone for any business. Capitalizing on growth opportunities and seeking to win market share from competitors is an exciting step, but entering a new territory also creates challenges for those responsible for equity and cap table management. -
Private Companies: The Progression of an Equity StrategyApr 1, 2024
Equity compensation plans are essential for attracting, retaining, and motivating key talent. For private companies, the approach to these plans must evolve based on the company's current stage of development. -
Protecting Employees From the Alternative Minimum Tax TrapMar 28, 2024
Unbeknownst to many taxpayers, every time you file your taxes a calculation for AMT happens in the background. -
Who Can Approve Equity Grants? Flexibility for Delaware CorporationsMar 13, 2024
Delaware law offers flexibility to companies who want to delegate authority to approve equity grants to management. Learn what the rules are and key questions to consider before updating your grant processes. -
Statutory Stock Certificates and Modern Equity Management AlternativesMar 8, 2024
Delaware supports digital and book entry share tracking as modern, efficient alternatives to traditional statutory stock certificates, reducing administrative burden and complexity for private companies. -
Stock Plan Administration: The Intersection of Finance, Legal & HRMar 6, 2024
Stock plan administrators play a key role, bridging finance, legal, and HR. Ensuring equity programs are tax-compliant, legally sound, and understood by employees. -
83(b) Election: The Multi-Million-Dollar Ticking Time BombMar 6, 2024
The 83(b) election represents a multi-million-dollar ticking time bomb for unaware founders, who risk severe financial consequences and future venture deal complications by missing this critical tax filing due to its obscure nature, stringent 30-day deadline, and intricate filing requirements. -
The Crucial Role of Cap TablesFeb 29, 2024
Cap Tables are vital for tracking company ownership and ensuring business success. Accurate, real-time management is crucial to avoid issues during fundraising or audits, involving knowledge across legal, HR, and finance. -
How Leap Year Affects Equity AwardsFeb 29, 2024
Leap day can add a day to holding periods for tax purposes, affect tax calculations for mobile employees, and affect expense accruals. -
A Pathway to Generational Wealth: The Case for Equity CompensationFeb 21, 2024
Equity compensation is the key to building generational wealth for first-generation Americans and professionals of color -
Are You Sure You’re Ready for an RSU Release?Feb 14, 2024
A step-by-step guide to help get you ready for an upcoming lapse event; by someone with far too much experience